0001085146-24-002397.txt : 20240510
0001085146-24-002397.hdr.sgml : 20240510
20240510160104
ACCESSION NUMBER: 0001085146-24-002397
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240510
DATE AS OF CHANGE: 20240510
EFFECTIVENESS DATE: 20240510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
ORGANIZATION NAME:
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 24934627
BUSINESS ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
BUSINESS PHONE: 6174287100
MAIL ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
FORMER COMPANY:
FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC
DATE OF NAME CHANGE: 20020717
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001177719
XXXXXXXX
03-31-2024
03-31-2024
false
WESTFIELD CAPITAL MANAGEMENT CO LP
ONE FINANCIAL CENTER
23RD FLOOR
BOSTON
MA
02111
13F HOLDINGS REPORT
028-10220
000146990
801-69413
N
Brandi McMahon
Vice President, Deputy Chief Compliance Officer
617-428-7100
/s/ Brandi McMahon
Boston
MA
05-10-2024
0
244
19047708538
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM
282559103
BBG00QKDZ985
25190671
2164147
SH
SOLE
1858377
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305770
AAON INC
COM PAR $0.004
000360206
BBG001S6CZK0
848403
9630
SH
SOLE
9630
0
0
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
161555299
887179
SH
SOLE
743600
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143579
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
55970567
310103
SH
SOLE
258388
0
51715
ALIGN TECHNOLOGY INC
COM
016255101
BBG001SCF1B9
64318577
196141
SH
SOLE
137214
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58927
ALKERMES PLC
SHS
G01767105
BBG001S6RXM7
34723799
1282741
SH
SOLE
1074459
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ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
446243521
2956626
SH
SOLE
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367939
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
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65207
SH
SOLE
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AMAZON COM INC
COM
023135106
BBG001S5PQL7
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2633433
SH
SOLE
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AMERICAN INTL GROUP INC
COM NEW
026874784
BBG001S5NJG1
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SH
SOLE
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362276
AMERIPRISE FINL INC
COM
03076C106
BBG001SK6096
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SOLE
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AMETEK INC
COM
031100100
BBG001S5NN54
174414030
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SH
SOLE
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APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
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886761
SH
SOLE
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APPLE INC
COM
037833100
BBG001S5N8V8
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442125
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
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SH
SOLE
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APTIV PLC
SHS
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BBG001TRL2T7
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SH
SOLE
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ARES MANAGEMENT CORPORATION
CL A COM STK
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BBG0068KVVC7
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649344
SH
SOLE
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194981
ASCENDIS PHARMA A/S
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BBG007R7VP72
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4075214
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AVANTOR INC
COM
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BBG00G2HHYF5
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SOLE
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AVERY DENNISON CORP
COM
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BBG001S5NZM8
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AVIENT CORPORATION
COM
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BBG001S6RCD3
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SH
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AXALTA COATING SYS LTD
COM
G0750C108
BBG0060CPLK3
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1880702
SH
SOLE
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AXON ENTERPRISE INC
COM
05464C101
BBG001SB2HG5
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SH
SOLE
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221746
AZEK CO INC
CL A
05478C105
BBG00RP7FY15
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1487700
SH
SOLE
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BANK AMERICA CORP
COM
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BBG001S5P0Y0
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SH
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BICYCLE THERAPEUTICS PLC
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BBG00P0YWQ97
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SH
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BIO RAD LABS INC
CL A
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BBG001S625W4
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BLOCK INC
CL A
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BBG001TFLWL5
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SH
SOLE
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BLUE OWL CAPITAL INC
COM CL A
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BBG00XV417S7
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BOOKING HOLDINGS INC
COM
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BBG001S89N72
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SH
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BRIGHT HORIZONS FAM SOL IN D
COM
109194100
BBG003LFWPT4
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SH
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BROADCOM INC
COM
11135F101
BBG00KHY5SY8
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SH
SOLE
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BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
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SH
SOLE
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CADENCE DESIGN SYSTEM INC
COM
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BBG001S65YK1
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SH
SOLE
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CALIX INC
COM
13100M509
BBG001T633M8
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SH
SOLE
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CAMECO CORP
COM
13321L108
BBG001S5Y5S6
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SH
SOLE
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CAMTEK LTD
ORD
M20791105
BBG001SBFT84
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SH
SOLE
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CARDINAL HEALTH INC
COM
14149Y108
BBG001S7PC34
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45285
SH
SOLE
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CASELLA WASTE SYS INC
CL A
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BBG001SB5S05
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SH
SOLE
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CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
BBG00WNSJM58
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SH
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CDW CORP
COM
12514G108
BBG001V18TB6
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334332
SH
SOLE
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CELANESE CORP DEL
COM
150870103
BBG001SJDDG5
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CHAMPIONX CORPORATION
COM
15872M104
BBG00JH9V005
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SH
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CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
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45387
SH
SOLE
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CHIPOTLE MEXICAN GRILL INC
COM
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BBG001SP50B3
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36567
SH
SOLE
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0
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CHURCHILL DOWNS INC
COM
171484108
BBG001S67Z80
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SH
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CINTAS CORP
COM
172908105
BBG001S7CRG1
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14277
SH
SOLE
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CISCO SYS INC
COM
17275R102
BBG001S6HC62
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SH
SOLE
1434158
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252345
CME GROUP INC
COM
12572Q105
BBG001S86547
5552975
25793
SH
SOLE
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COCA COLA CO
COM
191216100
BBG001S5SMQ8
10972878
179354
SH
SOLE
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COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
BBG001SC5GP2
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SH
SOLE
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COHERENT CORP
COM
19247G107
BBG001S5S6N6
68487082
1129777
SH
SOLE
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COMFORT SYS USA INC
COM
199908104
BBG001SB1GG8
211924008
667036
SH
SOLE
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0
176379
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
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46234
SH
SOLE
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0
CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
116085189
427161
SH
SOLE
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0
110479
COOPER COS INC
COM
216648501
BBG001S5Q1H6
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776971
SH
SOLE
540156
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236815
COPART INC
COM
217204106
BBG001S7MTB1
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2167032
SH
SOLE
1512151
0
654881
COSTAR GROUP INC
COM
22160N109
BBG001SD3DY9
159137822
1647389
SH
SOLE
1263254
0
384135
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
124002220
169256
SH
SOLE
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CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
G25457105
BBG00T68J2H9
17846769
842226
SH
SOLE
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0
137003
CSX CORP
COM
126408103
BBG001S5Q7Q3
1059831
28590
SH
SOLE
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0
CUMMINS INC
COM
231021106
BBG001S5Q9M3
5243591
17796
SH
SOLE
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CYTOKINETICS INC
COM NEW
23282W605
BBG001SGMVF2
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SH
SOLE
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186122
DANAHER CORPORATION
COM
235851102
BBG001S5QGT0
5190430
20785
SH
SOLE
18385
0
2400
DATADOG INC
CL A COM
23804L103
BBG003NJHZW5
61747904
499579
SH
SOLE
348071
0
151508
DAYFORCE INC
COM
15677J108
BBG005D7PF43
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994711
SH
SOLE
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DECKERS OUTDOOR CORP
COM
243537107
BBG001S7GXB9
47659759
50634
SH
SOLE
32389
0
18245
DESCARTES SYS GROUP INC
COM
249906108
BBG001SBJY34
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SH
SOLE
323283
0
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DEVON ENERGY CORP NEW
COM
25179M103
BBG001S63VG4
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SH
SOLE
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DEXCOM INC
COM
252131107
BBG001SKZG99
213523274
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SH
SOLE
1195964
0
343497
DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
68494491
345635
SH
SOLE
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0
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DRAFTKINGS INC NEW
COM CL A
26142V105
BBG0134WCMB3
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2007587
SH
SOLE
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DYNATRACE INC
COM NEW
268150109
BBG00PNN7CW9
89323346
1923414
SH
SOLE
1393749
0
529665
EAST WEST BANCORP INC
COM
27579R104
BBG001SCC7R2
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543067
SH
SOLE
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0
185387
ELI LILLY & CO
COM
532457108
BBG001S5STL8
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SH
SOLE
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EMCOR GROUP INC
COM
29084Q100
BBG001S5QVG1
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3540
SH
SOLE
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0
0
ENPHASE ENERGY INC
COM
29355A107
BBG001V28NC6
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304647
SH
SOLE
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EQUINIX INC
COM
29444U700
BBG001SKBNS9
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69419
SH
SOLE
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13538
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
BBG001S5T5G5
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97687
SH
SOLE
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26395
EXPEDIA GROUP INC
COM NEW
30212P303
BBG001SP8VM0
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249290
SH
SOLE
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F5 INC
COM
315616102
BBG001SCP8D1
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515507
SH
SOLE
377904
0
137603
FABRINET
SHS
G3323L100
BBG001SP57F4
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300421
SH
SOLE
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FAIR ISAAC CORP
COM
303250104
BBG001S8ZT61
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77370
SH
SOLE
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0
22424
FERGUSON PLC NEW
SHS
G3421J106
BBG00NZ6VPK5
6327043
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SH
SOLE
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7830
FIDELITY NATL INFORMATION SV
COM
31620M106
BBG001S8SWQ0
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SH
SOLE
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FIRST CTZNS BANCSHARES INC N
CL A
31946M103
BBG001S5R2V7
45311556
27713
SH
SOLE
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0
7291
FIVE BELOW INC
COM
33829M101
BBG001TCDMY9
67777897
373679
SH
SOLE
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0
128597
FLEX LTD
ORD
Y2573F102
BBG001SC5SP6
51543175
1801579
SH
SOLE
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0
522407
FLYWIRE CORPORATION
COM VTG
302492103
BBG002030ND3
120018152
4837491
SH
SOLE
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0
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GALLAGHER ARTHUR J & CO
COM
363576109
BBG001S5NKC2
72857173
291382
SH
SOLE
206821
0
84561
GARTNER INC
COM
366651107
BBG001S5SD60
6849748
14370
SH
SOLE
14370
0
0
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
BBG01BFR8YW0
59604162
655639
SH
SOLE
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0
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GENPACT LIMITED
SHS
G3922B107
BBG001SJT2Y2
50715322
1539160
SH
SOLE
980417
0
558743
GITLAB INC
CLASS A COM
37637K108
BBG00DHTYPJ6
49195719
843548
SH
SOLE
706458
0
137090
GLOBAL PMTS INC
COM
37940X102
BBG001SGS2Z8
115448151
863745
SH
SOLE
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0
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HAEMONETICS CORP MASS
COM
405024100
BBG001S6QB64
59733136
699861
SH
SOLE
586171
0
113690
HALLIBURTON CO
COM
406216101
BBG001S5RS59
37308097
946426
SH
SOLE
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0
284407
HEICO CORP NEW
CL A
422806208
BBG001S96YM2
3098812
20130
SH
SOLE
20130
0
0
HERSHEY CO
COM
427866108
BBG001S5S148
7432818
38215
SH
SOLE
27905
0
10310
HEXCEL CORP NEW
COM
428291108
BBG001S5S2J0
74181407
1018276
SH
SOLE
744003
0
274273
HILTON WORLDWIDE HLDGS INC
COM
43300A203
BBG0058KMH49
80858094
379064
SH
SOLE
263846
0
115218
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
143775880
374807
SH
SOLE
319934
0
54873
HUBBELL INC
COM
443510607
BBG001S5S1L9
93613282
225547
SH
SOLE
142155
0
83392
HUBSPOT INC
COM
443573100
BBG001T53670
121826409
194437
SH
SOLE
147109
0
47328
HUMANA INC
COM
444859102
BBG001S5S1X6
293672
847
SH
SOLE
847
0
0
HUNT J B TRANS SVCS INC
COM
445658107
BBG001S5SFY4
85961919
431427
SH
SOLE
324297
0
107130
ICHOR HOLDINGS
SHS
G4740B105
BBG00F9VSD81
12971184
335867
SH
SOLE
281233
0
54634
ICON PLC
SHS
G4705A100
BBG001SDCL35
180365676
536883
SH
SOLE
423858
0
113025
IDEX CORP
COM
45167R104
BBG001S67N14
87817918
359880
SH
SOLE
235090
0
124790
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
92879402
172021
SH
SOLE
120405
0
51616
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
3188565
11883
SH
SOLE
10138
0
1745
IMPINJ INC
COM
453204109
BBG001T313Q3
48236703
375646
SH
SOLE
314746
0
60900
INNOVIVA INC
COM
45781M101
BBG001SF23V0
32181744
2111663
SH
SOLE
1768844
0
342819
INSIGHT ENTERPRISES INC
COM
45765U103
BBG001S7LHJ0
75211107
405407
SH
SOLE
339658
0
65749
INSPIRE MED SYS INC
COM
457730109
BBG00209SZK5
115620168
538294
SH
SOLE
404669
0
133625
INSULET CORP
COM
45784P101
BBG001SRF439
80269962
468320
SH
SOLE
314227
0
154093
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
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87218
SH
SOLE
64491
0
22727
INTUIT
COM
461202103
BBG001S6TWR2
916500
1410
SH
SOLE
1410
0
0
IRHYTHM TECHNOLOGIES INC
COM
450056106
BBG001TSQV70
58310648
502678
SH
SOLE
420968
0
81710
ITT INC
COM
45073V108
BBG00CVQZQB3
98433621
723617
SH
SOLE
605669
0
117948
JABIL INC
COM
466313103
BBG001S7RB70
39040475
291456
SH
SOLE
204878
0
86578
KEYCORP
COM
493267108
BBG001S5SKV6
42857068
2710757
SH
SOLE
1730865
0
979892
KINSALE CAP GROUP INC
COM
49714P108
BBG00D8JDB02
55780387
106301
SH
SOLE
89112
0
17189
LANTHEUS HLDGS INC
COM
516544103
BBG006Q52RF8
121867040
1958018
SH
SOLE
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0
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LEGEND BIOTECH CORP
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52490G102
BBG00TTGH6N2
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2239774
SH
SOLE
1638091
0
601683
LENNAR CORP
CL A
526057104
BBG001S5SRK3
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48534
SH
SOLE
35409
0
13125
LIGHTSPEED COMMERCE INC
SUB VTG SHS
53229C107
BBG00B0JR9Q6
34983797
2488179
SH
SOLE
2086449
0
401730
LINCOLN ELEC HLDGS INC
COM
533900106
BBG001S5TV87
165127144
646442
SH
SOLE
463805
0
182637
LIVE NATION ENTERTAINMENT IN
COM
538034109
BBG001SNP2B2
43766939
413794
SH
SOLE
287615
0
126179
LPL FINL HLDGS INC
COM
50212V100
BBG001T5GK39
101776973
385227
SH
SOLE
269663
0
115564
LULULEMON ATHLETICA INC
COM
550021109
BBG001STBM75
34796814
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SH
SOLE
60809
0
28265
M/I HOMES INC
COM
55305B101
BBG001S7HGC4
166272301
1219989
SH
SOLE
894618
0
325371
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
BBG001T4BB37
42203063
441270
SH
SOLE
281787
0
159483
MARQETA INC
CLASS A COM
57142B104
BBG0112Z8873
44216352
7418851
SH
SOLE
5384065
0
2034786
MARVELL TECHNOLOGY INC
COM
573874104
BBG00ZXBJ162
2051671
28946
SH
SOLE
28946
0
0
MASIMO CORP
COM
574795100
BBG001S71GQ6
100753791
686100
SH
SOLE
460538
0
225562
MEDIAALPHA INC
CL A
58450V104
BBG00XRTJ8D2
363605
17850
SH
SOLE
17850
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
12379021
93816
SH
SOLE
68465
0
25351
MERITAGE HOMES CORP
COM
59001A102
BBG001S9F527
86091204
490660
SH
SOLE
411116
0
79544
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
341160645
702584
SH
SOLE
618259
0
84325
METTLER TOLEDO INTERNATIONAL
COM
592688105
BBG001SB87G1
3493305
2624
SH
SOLE
2090
0
534
MGM RESORTS INTERNATIONAL
COM
552953101
BBG001S6BYT5
111526824
2362356
SH
SOLE
2086240
0
276116
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG001S787B5
11679973
130197
SH
SOLE
95023
0
35174
MICROSOFT CORP
COM
594918104
BBG001S5TD05
640726963
1522930
SH
SOLE
1296810
0
226120
MICROSTRATEGY INC
CL A NEW
594972408
BBG001SC7PX1
60891997
35723
SH
SOLE
26481
0
9242
MKS INSTRS INC
COM
55306N104
BBG001SBB6Q8
82468326
620063
SH
SOLE
423955
0
196108
MONDAY COM LTD
SHS
M7S64H106
BBG00GF8K4X3
93867958
415584
SH
SOLE
303586
0
111998
MONGODB INC
CL A
60937P106
BBG0022FDRZ7
79567217
221858
SH
SOLE
155408
0
66450
MOONLAKE IMMUNOTHERAPEUTICS
CLASS A ORD
61559X104
BBG00XQZQVP7
45753151
910873
SH
SOLE
764399
0
146474
MSCI INC
COM
55354G100
BBG001SV8B05
84357736
150518
SH
SOLE
110437
0
40081
MUELLER INDS INC
COM
624756102
BBG001S6PVC4
9106027
168849
SH
SOLE
123244
0
45605
MURAL ONCOLOGY PUB LTD CO
ORD SHS
G63365103
BBG01BCJBZC6
7571763
1548418
SH
SOLE
1278304
0
270114
NANO DIMENSION LTD
SPONSORD ADS NEW
63008G203
BBG009DFFWM1
415160
149070
SH
SOLE
149070
0
0
NATIONAL STORAGE AFFILIATES
COM SHS BEN IN
637870106
BBG008417VP2
307798
7860
SH
SOLE
7860
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
BBG001S8W4X9
69400379
503193
SH
SOLE
321516
0
181677
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
5741738
89841
SH
SOLE
78691
0
11150
NEXTRACKER INC
CLASS A COM
65290E101
BBG00835TQ17
45156056
802489
SH
SOLE
671639
0
130850
NICE LTD
SPONSORED ADR
653656108
BBG001S9RK49
148927718
571436
SH
SOLE
419369
0
152067
NORTHERN OIL & GAS INC
COM
665531307
BBG001SK2P31
69430040
1749749
SH
SOLE
1464179
0
285570
NOVA LTD
COM
M7516K103
BBG001SD4C89
38660681
217954
SH
SOLE
182430
0
35524
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
542105984
599967
SH
SOLE
523036
0
76931
NXP SEMICONDUCTORS N V
COM
N6596X109
BBG001SF62F6
92799476
374539
SH
SOLE
276628
0
97911
OLD DOMINION FREIGHT LINE IN
COM
679580100
BBG001S6WQT9
547836
2498
SH
SOLE
2498
0
0
ON HLDG AG
NAMEN AKT A
H5919C104
BBG00LQK89G5
65897727
1862570
SH
SOLE
1161820
0
700750
OPTION CARE HEALTH INC
COM NEW
68404L201
BBG001S6X756
173448253
5171385
SH
SOLE
3807982
0
1363403
OVINTIV INC
COM
69047Q102
BBG00R2NHQ74
71881604
1385002
SH
SOLE
882507
0
502495
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
40508700
142571
SH
SOLE
97805
0
44766
PALOMAR HLDGS INC
COM
69753M105
BBG00NLMRYV9
36668248
437412
SH
SOLE
368395
0
69017
PATTERSON-UTI ENERGY INC
COM
703481101
BBG001S7GWF7
46380858
3884494
SH
SOLE
3250501
0
633993
PAYLOCITY HLDG CORP
COM
70438V106
BBG006598YZ0
46029264
267830
SH
SOLE
177537
0
90293
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
BBG00D61Y2G3
80210554
4541934
SH
SOLE
2889217
0
1652717
PFIZER INC
COM
717081103
BBG001S5V466
7056548
254290
SH
SOLE
254290
0
0
PLEXUS CORP
COM
729132100
BBG001S5V812
36434395
384248
SH
SOLE
246437
0
137811
PRIMERICA INC
COM
74164M108
BBG001T5ZSQ6
57839304
228650
SH
SOLE
186660
0
41990
PROCORE TECHNOLOGIES INC
COM
74275K108
BBG0026ZJ313
72345885
880442
SH
SOLE
624341
0
256101
PROGRESSIVE CORP
COM
743315103
BBG001S5V509
127692823
617410
SH
SOLE
526477
0
90933
PTC INC
COM
69370C100
BBG001S6DNK6
88278625
467231
SH
SOLE
298245
0
168986
RAMBUS INC DEL
COM
750917106
BBG001S7RF80
20276956
328053
SH
SOLE
274727
0
53326
RANPAK HOLDINGS CORP
COM CL A
75321W103
BBG00JRXX6Z8
3182392
404370
SH
SOLE
404370
0
0
RAYMOND JAMES FINL INC
COM
754730109
BBG001S5VQ03
5149000
40095
SH
SOLE
40095
0
0
RED ROCK RESORTS INC
CL A
75700L108
BBG00B6G8068
79452924
1328200
SH
SOLE
843662
0
484538
REGAL REXNORD CORPORATION
COM
758750103
BBG001S5VL68
54486013
302532
SH
SOLE
192715
0
109817
REPLIGEN CORP
COM
759916109
BBG001S5VNT9
43278215
235310
SH
SOLE
148708
0
86602
RESTAURANT BRANDS INTL INC
COM
76131D103
BBG0076WG2T4
6627798
83421
SH
SOLE
61411
0
22010
REVOLVE GROUP INC
CL A
76156B107
BBG00M4RHC48
33735030
1593530
SH
SOLE
1334440
0
259090
REXFORD INDL RLTY INC
COM
76169C100
BBG004MB82S9
36605523
727744
SH
SOLE
608184
0
119560
ROCKET PHARMACEUTICALS INC
COM
77313F106
BBG001T92156
107329768
3984030
SH
SOLE
2956743
0
1027287
ROCKWELL AUTOMATION INC
COM
773903109
BBG001S5VRF5
88676224
304384
SH
SOLE
212455
0
91929
ROSS STORES INC
COM
778296103
BBG001S5VRS1
105868260
721370
SH
SOLE
502764
0
218606
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
54113752
127192
SH
SOLE
104401
0
22791
SAIA INC
COM
78709Y105
BBG001SL4QM4
151562970
259082
SH
SOLE
199126
0
59956
SALESFORCE INC
COM
79466L302
BBG001SDLP09
177866048
590564
SH
SOLE
509595
0
80969
SAMSARA INC
COM CL A
79589L106
BBG0099PW5Q0
84224803
2228759
SH
SOLE
1891357
0
337402
SAP SE
SPON ADR
803054204
BBG001S6RD41
58935783
302188
SH
SOLE
259272
0
42916
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
BBG001SCWNN9
44962796
207489
SH
SOLE
144695
0
62794
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
67287370
930154
SH
SOLE
772039
0
158115
SELECTIVE INS GROUP INC
COM
816300107
BBG001S5W2R6
55467639
508085
SH
SOLE
368355
0
139730
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
BBG00JPGYWV3
45316475
1233437
SH
SOLE
1032497
0
200940
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
214530178
281388
SH
SOLE
244004
0
37384
SHIFT4 PMTS INC
CL A
82452J109
BBG00TX393M3
88087960
1333252
SH
SOLE
1028382
0
304870
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR
82706C108
BBG001SP0YQ8
28798873
374303
SH
SOLE
232956
0
141347
SMARTSHEET INC
COM CL A
83200N103
BBG00GQK3WC4
91871472
2386272
SH
SOLE
1803339
0
582933
STAG INDL INC
COM
85254J102
BBG001T9F312
37190123
967485
SH
SOLE
820037
0
147448
SUN CMNTYS INC
COM
866674104
BBG001S7HRC0
77662834
604004
SH
SOLE
389584
0
214420
SUPER MICRO COMPUTER INC
COM
86800U104
BBG001SQGH95
56211200
55653
SH
SOLE
43097
0
12556
SYNAPTICS INC
COM
87157D109
BBG001SCDXM9
13064845
133916
SH
SOLE
84139
0
49777
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
116246324
854438
SH
SOLE
738741
0
115697
TAPESTRY INC
COM
876030107
BBG001SFH7D5
49473020
1041976
SH
SOLE
665166
0
376810
TENABLE HLDGS INC
COM
88025T102
BBG00LBLCDR3
40938667
828215
SH
SOLE
693945
0
134270
TERRENO RLTY CORP
COM
88146M101
BBG001T60PW1
586976
8840
SH
SOLE
8840
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
51165508
291060
SH
SOLE
251960
0
39100
TEXAS ROADHOUSE INC
COM
882681109
BBG001SLR3C1
114418864
740719
SH
SOLE
531149
0
209570
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
10249057
17634
SH
SOLE
14959
0
2675
TIMKEN CO
COM
887389104
BBG001S5WQK0
4180903
47820
SH
SOLE
47820
0
0
TJX COS INC NEW
COM
872540109
BBG001S5WQ93
6605789
65133
SH
SOLE
47538
0
17595
TRACTOR SUPPLY CO
COM
892356106
BBG001S7K017
7161706
27364
SH
SOLE
19949
0
7415
TRADEWEB MKTS INC
CL A
892672106
BBG00NK8H9M7
48268732
463365
SH
SOLE
295690
0
167675
TRANE TECHNOLOGIES PLC
SHS
G8994E103
BBG001S5SBV6
946831
3154
SH
SOLE
3154
0
0
TRANSDIGM GROUP INC
COM
893641100
BBG001SPV1C1
388415162
315374
SH
SOLE
253672
0
61702
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
136093156
1767673
SH
SOLE
1537206
0
230467
UNION PAC CORP
COM
907818108
BBG001S5X2M0
103903535
422492
SH
SOLE
360952
0
61540
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
211057365
426637
SH
SOLE
366621
0
60016
UNIVERSAL DISPLAY CORP
COM
91347P105
BBG001S5V9H3
20680943
122772
SH
SOLE
103377
0
19395
VAXCYTE INC
COM
92243G108
BBG009PHHPP4
108346149
1586095
SH
SOLE
1203384
0
382711
VERTIV HOLDINGS CO
COM CL A
92537N108
BBG00L2B8LM7
277618511
3399272
SH
SOLE
2434416
0
964856
VIKING THERAPEUTICS INC
COM
92686J106
BBG006LGV887
54294742
662131
SH
SOLE
494231
0
167900
VISA INC
COM CL A
92826C839
BBG001SRCFY3
284659924
1019994
SH
SOLE
878978
0
141016
VULCAN MATLS CO
COM
929160109
BBG001S5X8R2
84982049
311381
SH
SOLE
217039
0
94342
WALMART INC
COM
931142103
BBG001S5XH92
69037129
1147368
SH
SOLE
958678
0
188690
WASTE CONNECTIONS INC
COM
94106B101
BBG001SKJ4K1
63650896
370042
SH
SOLE
263168
0
106874
WATSCO INC
COM
942622200
BBG001S82CQ2
9106792
21082
SH
SOLE
15377
0
5705
WESTERN DIGITAL CORP.
COM
958102105
BBG001S5XD28
43728573
640806
SH
SOLE
444556
0
196250
WEX INC
COM
96208T104
BBG001SCJLG6
61373952
258384
SH
SOLE
216497
0
41887
WILEY JOHN & SONS INC
CL A
968223206
BBG001S8K9L4
7052334
184955
SH
SOLE
136140
0
48815
WILLIAMS COS INC
COM
969457100
BBG001S5XH10
909170
23330
SH
SOLE
23330
0
0
WILLIAMS SONOMA INC
COM
969904101
BBG001SBW7S1
11970881
37700
SH
SOLE
27505
0
10195
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
BBG00B0FS9V7
127970930
2752063
SH
SOLE
1982936
0
769127
WINGSTOP INC
COM
974155103
BBG008N298X9
115349315
314818
SH
SOLE
247288
0
67530
WINTRUST FINL CORP
COM
97650W108
BBG001S945T0
32771883
313937
SH
SOLE
263087
0
50850
WNS HLDGS LTD
COM SHS
G98196101
BBG01M1K52F8
59141323
1170420
SH
SOLE
1025127
0
145293
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
96154169
352536
SH
SOLE
300447
0
52089
XENON PHARMACEUTICALS INC
COM
98420N105
BBG002VBMLS5
14953461
347351
SH
SOLE
298211
0
49140
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
BBG001S6SX73
52090372
172805
SH
SOLE
121485
0
51320
ZSCALER INC
COM
98980G102
BBG003338H61
70942356
368283
SH
SOLE
275355
0
92928